Purchases and Sales Made in Q1 2025 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 2025. The information is specifically focused on institutions that hold shares of CONOCOPHILLIPS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.01KNew |
$621K - $742K
|
7.01K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.99K+ 43.72% |
$619K - $740K
|
23K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.8K+ 7.1% |
$603K - $720K
|
103K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.78KNew |
$601K - $718K
|
6.78K
$588K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
6.7K+ 389.93% |
$594K - $709K
|
8.42K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.57K+ 29.94% |
$582K - $696K
|
28.5K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.5K+ 77.78% |
$576K - $688K
|
14.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.41K+ 7.39% |
$568K - $678K
|
93K
$8.07M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.38KNew |
$565K - $675K
|
6.38K
$553K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.34K+ 23.12% |
$561K - $671K
|
33.7K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.31K+ 286.13% |
$559K - $668K
|
8.52K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.22K+ 49.25% |
$551K - $658K
|
18.8K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6.1K+ 1.96% |
$540K - $645K
|
317K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.01K+ 5.67% |
$532K - $636K
|
112K
$9.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6KNew |
$532K - $635K
|
6K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
5.99K+ 31.22% |
$531K - $634K
|
25.2K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.95K+ 16.08% |
$527K - $630K
|
43K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.92K+ 853.31% |
$525K - $627K
|
6.62K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.87K+ 7.4% |
$520K - $622K
|
85.3K
$7.39M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 9.5% |
$520K - $621K
|
67.6K
$5.86M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.86K+ 26.65% |
$519K - $620K
|
27.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.82K+ 32.59% |
$516K - $616K
|
23.7K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 57.27% |
$514K - $614K
|
15.9K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.73K+ 114680.0% |
$508K - $607K
|
5.74K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
5.71K+ 0.88% |
$505K - $604K
|
655K
$56.8M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.7K+ 1.51% |
$505K - $604K
|
382K
$33.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.63K+ 43.4% |
$499K - $596K
|
18.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.63K+ 17.73% |
$499K - $596K
|
37.4K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.62K+ 95.15% |
$497K - $594K
|
11.5K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.57K+ 12.19% |
$494K - $590K
|
51.3K
$4.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
5.53K+ 7.03% |
$490K - $586K
|
84.2K
$7.3M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.45K+ 1.62% |
$483K - $577K
|
341K
$29.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
5.42KNew |
$480K - $574K
|
5.42K
$470K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.37K+ 146.73% |
$475K - $568K
|
9.02K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27K+ 11.18% |
$467K - $558K
|
52.4K
$4.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.27K+ 141.79% |
$467K - $557K
|
8.98K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.26K+ 2.86% |
$466K - $557K
|
189K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.23K+ 4.14% |
$464K - $554K
|
132K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
5.21K+ 6.42% |
$462K - $552K
|
86.4K
$7.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.16K+ 45.81% |
$457K - $546K
|
16.4K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.15K+ 71.01% |
$456K - $545K
|
12.4K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.14K+ 12.36% |
$455K - $544K
|
46.7K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.12K+ 18.13% |
$453K - $542K
|
33.4K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.03K+ 83.22% |
$446K - $533K
|
11.1K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.92K+ 1.14% |
$436K - $521K
|
438K
$38M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
4.84K+ 40.68% |
$429K - $512K
|
16.7K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.77K+ 23.09% |
$422K - $504K
|
25.4K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4.71K+ 6.31% |
$417K - $499K
|
79.4K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
4.69K+ 7.07% |
$415K - $496K
|
71K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.63K+ 217.78% |
$410K - $490K
|
6.76K
$586K
|